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General

Get started with Equip and find guidance on everyday tasks and invoicing basics.

2 authors6 articles
Account Access

Sign in to Equip, reset your password, and troubleshoot access to your account.

2 authors4 articles
Calendar

Create events, manage registration and check-ins, and keep your calendars connected.

2 authors16 articles
Participant Management

Add participants, keep profiles up to date, and manage participant discharges.

2 authors7 articles
Team Management

Invite team members, manage their access, and assign participant supporters.

2 authors11 articles
Routines

Create and schedule routines that help participants follow daily steps in the mobile app.

2 authors4 articles
Account Settings

Customize Equip to fit your organization, from branding and notifications to categories and custom fields.

2 authors22 articles
Mood Navigator

Set up mood check-ins, customize coping options, and manage mood alerts.

2 authors4 articles
Assessments

Create and share assessments, review scores, and collect signatures.

2 authors15 articles
Groups

Organize participants and team members into groups and stay connected through group chat.

1 author4 articles
Documents

Upload, organize, and share documents so the right people can find what they need.

2 authors7 articles
Reporting

Find the right report and use filters to focus on the information you need.

2 authors40 articles
Announcements

Create and schedule announcements, then track who has viewed them.

1 author7 articles
Forms

Create and share forms, collect responses, and manage approvals and reminders.

2 authors20 articles
Permissions

Choose what team members can view and manage across Equip.

1 author4 articles
Goals

Set goals, break them into waypoints, and track participant progress.

1 author10 articles
Employment Tracking

Manage employer information, track participant employment, and review employment outcomes.

2 authors15 articles
Pathways

Organize participant services with pathways, track progress, and manage authorizations and invoices.

2 authors11 articles
Onboarding

Prepare your participant, team member, and pathway information for import into Equip.

1 author4 articles
Equip Mobile

Get started with the Equip mobile app and explore guides for participants and team members.

2 authors10 articles
Time

Record time, document services provided, and review entries in the Progress Notes report.

1 author1 article